Baillie Gifford & Co. Takes Position in Alibaba Group Holding Limited $BABA

Baillie Gifford & Co. bought a new position in shares of Alibaba Group Holding Limited (NYSE:BABA) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 371,605 shares of the specialty retailer’s stock, valued at approximately $66,417,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Primecap Management Co. CA lifted its holdings in shares of Alibaba Group by 0.7% during the second quarter. Primecap Management Co. CA now owns 20,764,276 shares of the specialty retailer’s stock worth $2,354,877,000 after purchasing an additional 140,579 shares during the period. Fisher Asset Management LLC raised its position in Alibaba Group by 8.0% during the 2nd quarter. Fisher Asset Management LLC now owns 5,267,441 shares of the specialty retailer’s stock worth $597,381,000 after purchasing an additional 390,883 shares during the last quarter. Norges Bank acquired a new position in Alibaba Group during the 2nd quarter worth about $527,243,000. Discerene Group LP grew its position in shares of Alibaba Group by 0.6% in the 2nd quarter. Discerene Group LP now owns 2,985,487 shares of the specialty retailer’s stock valued at $338,584,000 after buying an additional 18,400 shares during the last quarter. Finally, AMF Tjanstepension AB grew its position in shares of Alibaba Group by 8.7% in the 2nd quarter. AMF Tjanstepension AB now owns 2,691,686 shares of the specialty retailer’s stock valued at $305,728,000 after buying an additional 216,571 shares during the last quarter. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Alibaba Group Stock Performance

NYSE:BABA opened at $173.35 on Friday. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23. Alibaba Group Holding Limited has a twelve month low of $86.48 and a twelve month high of $192.67. The company has a fifty day moving average of $156.97 and a 200-day moving average of $150.02. The firm has a market capitalization of $413.85 billion, a P/E ratio of 23.94, a P/E/G ratio of 3.73 and a beta of 0.37.

Key Alibaba Group News

Here are the key news stories impacting Alibaba Group this week:

• Positive Sentiment: Arete Research upgraded BABA from Neutral to Buy and set a $190 price target; the upgrade triggered an intraday rally as investors responded to improved analyst conviction. Article Title
• Positive Sentiment: Reports that Alibaba is preparing to restructure and list its AI chip arm, T‑Head, have driven optimism that a spinoff/IPO could unlock value and position the company in the hot AI‑accelerator market — multiple outlets cite people familiar with the plan. Article Title
• Positive Sentiment: Brokerage coverage is tilted favorable: a consensus “Moderate Buy” from brokerages reinforces the bullish analyst tone and supports investor interest. Article Title
• Neutral Sentiment: Multiple news outlets reported the T‑Head IPO story and intraday share pops/pre‑market rallies; these are market‑reaction pieces rather than official filings — the long‑term impact depends on deal structure, timing and regulatory filings. Article Title

Wall Street Analysts Forecast Growth

BABA has been the topic of a number of recent analyst reports. Mizuho set a $195.00 price objective on Alibaba Group in a research note on Wednesday, October 22nd. Wall Street Zen downgraded shares of Alibaba Group from a “hold” rating to a “sell” rating in a research report on Friday, November 28th. Erste Group Bank upgraded shares of Alibaba Group from a “hold” rating to a “buy” rating in a research report on Friday, October 3rd. Rosenblatt Securities set a $195.00 price objective on shares of Alibaba Group in a research report on Wednesday, November 26th. Finally, Sanford C. Bernstein lowered their target price on shares of Alibaba Group from $200.00 to $190.00 and set an “outperform” rating for the company in a research note on Wednesday, November 26th. Eighteen research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $192.72.

Alibaba Group Profile

Alibaba Group Holding Limited is a Chinese multinational conglomerate founded in 1999 in Hangzhou, China, by Jack Ma and a group of co‑founders. The company built its business around internet-based commerce and related services and has grown into one of the largest e-commerce and technology companies in the world. Alibaba completed a high‑profile initial public offering on the New York Stock Exchange in 2014.

The company operates a portfolio of online marketplaces and platforms serving different customer segments: Alibaba.com for global and domestic B2B trade, Taobao for consumer-to-consumer shopping, and Tmall for brand and retailer storefronts targeted at Chinese consumers.